Head Office
John joined KDW as a Paraplanner in 2012 after gaining over 10 years of in Financial Services and Insurance. In his position at KDW, John works with two Financial Planners ensuring that the whole financial planning process is followed through effectively and that clients’ needs are met; in a compliant, efficient and informative manner. John is also involved in a number of non-client facing tasks including researching, preparing and administering Financial Plans and Reports.
